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Associate - Portfolio Valuation (3-7 yrs)
Job Responsibilities:
- Conduct comprehensive research on various investment portfolios, including equities, fixed-income securities, derivatives, and alternative asset
- Utilize industry-standard valuation methodologies, such as discounted cash flow (DCF), comparable analysis, and market multiples, to determine the fair value of investment portfolios
- Analyze financial statements, market data, and relevant economic factors to assess the performance and risk profile of investment holdings
- Prepare detailed valuation reports that summarize the analysis, assumptions, and key findings, ensuring compliance with regulatory guidelines and industry best practices
- Perform sensitivity analysis and scenario modeling to assess the impact of market changes and economic factors on portfolio valuations
- Monitor and track changes in market conditions, regulatory guidelines, and valuation methodologies to ensure up-to-date knowledge and adherence to industry standards
- Assist in the development and enhancement of valuation models, tools, and processes to improve efficiency and accuracy in portfolio valuation
- Collaborate with cross-functional teams, including risk management, compliance, and operations, to address valuation-related issues and ensure alignment with internal policies and procedures
Job Requirements:
- Chartered Accountants / CFA / MBA degree from an accredited institution will be preferred
- 3-7 years of experience in business and financial reporting valuation
- Exceptional financial modeling skills including three statement modeling, DCFs, and LBOs
- Self-motivated and have an exceptional work ethic
- Strong financial analysis skillset
- Extensive knowledge of accounting, intangible asset valuation, and applied financial theory
- Excellent verbal and written communication skills and advanced modeling in Excel (VBA/Macros)
- Experience working under US GAAP and IFRS is essential
- Big 4 valuation experience is a major plus
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